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    MU is on fire with room to run

    Last Thursday at 510 I said institutions were rotating into MU. Wednesday at 640 I said it was heating up and got dismissed by some doofus called me an oracle. It’s now 746, 757 AH. Now I’m making a case that this run aint over.

    Last quarter MU did 24B in revenue, up 196 percent yoy, with non-GAAP of 12.20, that a fucking 682% jump and 33% beat. Management guided next quarter to around 33.5b in revenue. Thats a 10 billion dollar sequential jump from a memory company, which is nuts. HBM is sold out thru all of 2026 including HBM4, with pricing and volume already locked in. CEO straight up said customers are only getting “50 to two-thirds of their requirements.” Thats a shortage, not a sales pitch. Picture deep pockets like nvda fighting with aapl fighting with avgo over MU memory, that’s a place you want to be. If you don’t believe me pull up what hyperscalers are saying. Msft pegged memory at a 25B cost hit. Meta blamed it for higher 2026 capex. Amzn said costs “skyrocketed.” Tim Apple called it a “prolonged memory crisis.” When the people writing the checks tell you they cant get enough, you listen.

    Street is catching up but not done. DA Davidson initiated at 1000. And MU got added to the SP 100 in March which means index funds gotta keep buying whether they like it or not.

    Naysayers will say but but but cyclical or it’s already had a run up, my response is sold HBM, hyperscalers with almost infinite money doing battle royale to grab as much MU goodies as they can for themselves, rising EPS revisions, reasonable forward multiple, calling the top here is fighting a freight train, and go look in the mirror as to why you didn’t buy MU when it was 300, 400, 500, 600 etc. June earnings is gonna be crazy, and the momentum between now and earning is up. LFG!

    My positions: 1200 shares at $464 100 shares at $381

    MU is on fire with room to run
    byu/willbabu inwallstreetbets



    Posted by willbabu

    24 Comments

    1. Illustrious-Coat3532 on

      My average cost is $89, but I don’t have way near the amount as you. Lol

    3. ArticleTerrible7621 on

      Bought a Dec $1180 LEAP Thursday and still holding. We going to $1000 by June, forward P/E still too low

    4. totalthrowawayyy6365 on

      Shit gone parabolic
      Had way smaller position only 400 at 405$ each.
      But it went parabolic so sold 200, moved 100 to DRAM.
      And sold two CSP 640$ for 7000$.

    5. Big-Avocado1020 on

      damn you called that run perfectly, wish I got in when you first mentioned it at 510. those HBM shortage numbers are insane – when you got tech giants literally fighting over supply that’s when you know you’re sitting on gold.

      might have to grab some calls before june earnings since this momentum looks like it’s got legs.

    7. Michikusa on

      It’s basically up 8x the past year. I just cant do it. Good luck to everyone with bigger balls than me

    8. TheKingofSafari on

      You think MU will steal SNDK’s swagger? Or they’ll both run up

    11. SoberMarkNewman on

      Ya… I ain’t buying this shit now. I’ve been burned too many times in the past chasing pumps. Gimme a giant red candle and I’ll think about it.

    13. StrawberryOk8459 on

      I agree today and I agreed with you last week. I just posted about western digital because they will run hard next. Basically for all the same reasons as MU but also because the selling off of Sndk shares will lower debt and add cash to shares.

    15. BiggieMoe01 on

      I went in MU at 500$. I went in SNDK at 1000$. I suggest everyone goes in with an amount they can afford to lose

    16. FoodCooker62 on

      Everybody knows theyre going to make bank. The question is for how long. If memory prices revert anywhere to near what they averaged for the last decade you’re going to see a 90% haircut before you can open your robinhood app. Its now almost a trillion dollar stock. For that money you can choose either berkshire or micron. I know what i would choose  

    19. mrkitzero on

      Only us based memory manufacturing. National security will drive more investment here. Enough said.

    21. option-trader on

      I’ve been telling everyone on every post about MU that this thing is going to hit $900, $1T market cap by end of year to early next year. I have an original position after reading its December report, and have told everyone to buy this up from $300 on, even during that correction from $450 to $320. I actually added more during this period along with MUU. MUU was between $130-$150 during this dip, it’s now sitting at $540.

    22. Asleep_Emphasis69 on

      I’ll stick with the QQQs lol at least it’s part of the index

    23. millerlit on

      Remember that run with Nvidia a few years back.  Same shit is happening in SNDK and MU.  The ordering started with Nvidia and now hyperscalers are buying the memory for those servers as well as the hard drives.  No one could believe the growth in Nvidia.  Eventually capex spend will slow by hyperscalers, but they just announced 1.3 Trillion spend.  This not going to slow for awhile.  However the stocks will eventually plateau like Nvidia and stuff is priced in or if hyperscalers cut capex then these drop like a rock.

    24. Clackamas_river on

      Go take a look at the NVDA run in 2023 and this is the same setup. This is going to run to $1250 trade sideways for a time then off to 2000’s. In the middle of that they will split it. so the 2000’s are the $200’s

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